Owner Managed Flexible Feeder Fund

Name of Fund

Counterpoint SCI Global Owner Managed Flexible Feeder Fund

INVESTOR PROFILE

This fund is suitable for investors seeking long-term capital growth with protection against permanent capital losses, through partnering over time with owner managers of global companies. The fund has the flexibility to hold cash in the absence of sufficient investment opportunities with a recommended investment horizon of seven years or more.

RISK PROFILE

High

BENCHMARK

65% MSCI World Index and 30% US-Dollar Cash, 5% STeFI (ZAR)

INVESTMENT OBJECTIVE

To generate real returns in excess of the benchmark over time, with lower than average risk of permanent capital loss.

PORTFOLIO MANAGERS

Sam Houlie
Piet Viljoen

INCEPTION DATE

15 Oct 2019

ASISA FUND CATEGORY

Global - Multi Asset - Flexible

TIME HORIZON

7 Years +

REGULATION 28

No

Global Feeder
Funds (ZAR)

For any assistance or questions
please contact:

Sanlam Collective Investments
0860 100 266
service@sanlaminvestments.com

Counterpoint Asset Management
+27 (0)21 492 0200
info@cpam.co.za

Application Forms

STEP ONE

Complete an application form for individuals, non-individuals or tax-free savings accounts along with all the required supporting documents.

STEP TWO

Submit the completed application form and supporting documents to utinstructions@sanlaminvestmentssupport.com

STEP THREE

Once you have received confirmation from Sanlam that your application has been correctly submitted, you may go ahead with the payment of the relevant investment amount.

Please send proof of payment to utinstructions@sanlaminvestmentssupport.com You will receive electronic confirmation once your investment is finalised.

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